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Stephen Mandel Portfolio: Lone Pine Capital 13F Holdings
Review Lone Pine Capital's latest 13F holdings, top disclosed positions, portfolio value, and recent changes associated with Stephen Mandel.
Stephen Mandel portfolio Top Holdings
Stephen Mandel portfolio and Lone Pine Capital 13F holdings indexed by Finoriq. Latest filing 2026-08-14.
| Rank | Holding | Value | Latest Filing |
|---|---|---|---|
| 1 | HDHOME DEPOT, INC. | $918.1M | 2026-08-14 |
| 2 | AMATAPPLIED MATERIALS INC /DE | $873.2M | 2026-08-14 |
| 3 | MDLNMedline Inc. | $827M | 2026-08-14 |
| 4 | TERTERADYNE, INC | $722.4M | 2026-08-14 |
| 5 | GLWCORNING INC /NY | $696.8M | 2026-08-14 |
| 6 | CVNACARVANA CO. | $692.5M | 2026-08-14 |
| 7 | HUTHut 8 Corp. | $666.5M | 2026-08-14 |
| 8 | PFGCPerformance Food Group Co | $654.3M | 2026-08-14 |
| 9 | WULFTERAWULF INC. | $596.4M | 2026-08-14 |
| 10 | CRSCARPENTER TECHNOLOGY CORP | $593.9M | 2026-08-14 |
| 11 | MTZMASTEC INC | $559.7M | 2026-08-14 |
| 12 | APPAppLovin Corp | $537M | 2026-08-14 |
| 13 | TTMITTM TECHNOLOGIES INC | $512.1M | 2026-08-14 |
| 14 | STRLSTERLING INFRASTRUCTURE, INC. | $511.7M | 2026-08-14 |
| 15 | USFDUS Foods Holding Corp. | $502.5M | 2026-08-14 |
| 16 | LPLALPL Financial Holdings Inc. | $343.4M | 2026-08-14 |
| 17 | AGXARGAN INC | $294.4M | 2026-08-14 |
| 18 | SHAZSharonAI Holdings Inc. | $102.4M | 2026-08-14 |
| 19 | GOOGLAlphabet Inc. | $77M | 2026-08-14 |
| 20 | KGSKodiak Gas Services, Inc. | $63.5M | 2026-08-14 |
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